Sales to Customer Success Handover
About this template
The Sales to CS Handover doc outlines the process on how the Sales team transitions accounts over to the Customer Success team once the sales process has been completed.
The objective is to provide critical info on the customer and their general sentiment towards our company, product, and use cases. The document gives a simple, easy to digest walkthrough of:
- Promises or Expectations we’ve set with the client.
- What the client is excited about.
- Any future opportunities for expansion.
